💰 Finance📍 In-Person💼 Full Time🔥 Hot1h ago
Client Service Advisor
Confidential
📍 Mount Kisco, NY
$150,000–$200,000/year
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Role Details
- This role is for an experienced Client Service Advisor to provide strategic financial guidance to clients in estate planning, tax strategies, and investment analysis, working onsite in Mount Kisco, NY. -…